First Trust S&P REIT Index Fund

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Key stats

Assets under management (AUM)
‪120.12 M‬USD
Fund flows (1Y)
‪−9.96 M‬USD
Dividend yield (indicated)
3.34%
Discount/Premium to NAV
0.06%

About First Trust S&P REIT Index Fund

Issuer
AJM Ventures LLC
Brand
First Trust
Expense ratio
0.50%
Inception date
May 8, 2007
Index tracked
S&P United States REIT
Management style
Passive
ISIN
US33734G1085
FRI captures the US real estate market from top to bottom by holding a large basket of securities that traverse the market-cap range. The fund holds Real Estate Investment Trusts (REITs), stretching across multiple sub-sectors from the broad space. The fund's defining trait is its diversity: Its holdings cut across all sectors and market-caps. Reasonably marketlike, the ETF roughly captures commercial and residential REITs. It also includes specialized REITs such as hotels and hospitals, but excludes timber, mortgage, and mortgage-backed REITs. The index is reviewed annually but with quarterly IPO additions.

Classification

Asset Class
Equity
Category
Sector
Focus
Real estate
Niche
REITs
Strategy
Vanilla
Weighting scheme
Market cap
Selection criteria
Market cap
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy